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FAQs on 'Visual Workflow Manager'
FAQs on 'Visual Workflow Manager'

This article lists out frequently asked questions related to 'Visual Workflow Manager'.

Updated over a week ago

Q1. Why am I unable to manage some/all of the existing workflows in my projects, even though I have necessary role privileges?

A1. This can happen in projects that were cloned from project templates and having inheritance option turned on.

You need to find out relevant project template from which concerned project was cloned and then manage existing workflows within that specific project template as required.

Click here for detailed help on how to break the inheritance of workspace objects if required.

Q2. How do I know if a project was cloned from a project template or not? If yes, how can I find out the name of project template from which that project was cloned?

A2. The 'Type' column in 'Projects' area displays whether the corresponding record is an 'Independent' project, a 'Cloned' project, or a 'Template' i.e. a project template.

In case of a 'Cloned' project, you can see the 'Cloned From' column corresponding to that particular project in the projects listing screen displaying the template name from which it was cloned.

In case you don't see the required columns in the projects area, click here to understand how to customize columns.


Q1. As a Workflow Administrator, can I skip a user's task on a running workflow and proceed directly to the next step?

A1. Yes, follow the steps to transition a running workflow as mentioned in steps 1 and 2 above.


Q1. Can I use only download preference script and manage to rename the document from download UI?

A1. No, you have to create system task having the groovy script for renaming file name for downloading the document with custom attribute values.

Q2. Can I use only renaming file name script and manage to rename the document for download?

A2. Yes, in the absence of on-load download preference’s script, you can download the document with updated name by clicking on file icon.

Q3. Why is the document getting renamed with the custom attribute values while downloading? I selected to rename with the doc ref from download preference.

A3. This can occur if renaming file name’s script is applied on the folder. To avoid this, please deactivate the system task where the script is applied. To deactivate a system task, just right click on it from the listing area and select 'Deactivate'.

Q4. What if I download the document by clicking on file icon?

A4. Downloaded document will be renamed by appending the doc ref and version number (default setting of download preference). If renaming the file name’s groovy script is applied, then downloaded document will be renamed based on the custom attribute values as mentioned in the script.

Q5. What if I select 2 files from different folders, where one folder has applied renaming file name’s groovy script and other folder does not have any script applied?

A5. Batch file will download both the files as per their preference.

File which has applied script, will be downloaded with the file renamed based on the custom attribute values.

Other file which doesn't have any groovy script applied will download with doc ref. and version (Default functionality).

Q6. What if I select multiple files from different folders having different renaming file name’s script?

A6. Batch file will download both the files as per the preference set in respective groovy script. Downloaded file will be renamed as per the sequence and custom attribute values configured for the respective folder.


Q1. Can I use comma (,) to separate Status and POI values within this groovy script?

A1. We would suggest to use pipe symbol (|) instead of comma (,) for separating status and POI values in this groovy script.

Q2. Can I use abbreviations configured for Purpose of Issues/Statuses instead of full Purpose of Issues and Statuses in my groovy script for automatic revision numbering?

A2. Yes, you can use either of abbreviation or full text of Purpose of Issues/Statuses as configured for the project in your groovy script for automatic revision numbering.



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